Setup Requirements for Reordering Products

Following are the control maintenance records and authorization keys used for reordering products, along with additional setup requirements.

Note: The same setup also applies to the Sales Order Entry Reorder Pad.

Control Maintenance Records

Set the following control maintenance records:

Authorization Key

Assign the following authorization key:

Customer Product by Demand Index Build

Use the Customer Product by Demand Index Build window to generate the information used by the Reorder Pad. You can then show all products the customer purchased in the last 365 days, sorted in a number of ways.

Because the index generation can take considerable time, we recommend doing this over a weekend.

Products Excluded from the Reorder Pad

The Products Excluded from Reorder Pad feature lets you specify certain products to exclude from the customer's Reorder Pad. Enter the products or a list of products in a common Product Selection window.

See Also:

Reordering Products Using the Reorder Pad

Sales Management Setup Overview